Tax Organizers

Tax organizers are designed to assist you in gathering the information necessary to prepare your income tax returns. If you filed a tax return with us last year, you will receive a pre-filled tax organizer in your “client portal” or by mail. Once you have received all expected tax documents (items marked “IMPORTANT TAX DOCUMENTS,” please upload or drop them off along with a completed tax organizer.

An variety of blank tax organizers are provided (below) as a guide to new clients and those launching new ventures.